Acquisition of 50% equity interest in real estate company. We advised the real estate company Swiss Capitals Group on the acquisition of a 50% equity interest in Inmobiliaria El Retiro—owner of a prime commercial property in Lima. The transaction aimed to facilitate the expansion of the client’s coworking business while ensuring the continued involvement of the existing shareholders in the project.
Tailoring efficient acquisition: Our team focused on the optimal legal structure to balance the parties’ interests. We assessed various associative contract models and recommended a direct equity acquisition for tax and administrative efficiency. Our firm assisted with the preparation, negotiation, and execution of all transaction documents. We ensured compliance with corporate formalities and successfully implemented the change in company representation.
Optimising financing and cost-sharing for sustainable growth: Our advisory included the financing structure for both the acquisition and the future coworking business, and the development of a framework to ensure proportional contributions from all parties towards operational and implementation costs.
New governance framework for equal shareholding participation: Furthermore, we structured the governance framework to accommodate equal shareholder participation while preventing deadlocks and negotiated a shareholders’ agreement. Also, we addressed legal constraints affecting one shareholder’s eligibility to participate in the transaction.
Innovative solutions for strategic coworking expansion: This transaction is highly important for our client as it secures a strategic location that complements its existing coworking offerings in central areas of Lima. For our firm, this is an innovative case that required collaborative work across various departments to identify the option that best serves our client’s interests and ensures the operational viability of the project itself.
Latest development: The acquisition was completed. The project is in the implementation stage.
